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No Contracts

Coaching is managed on a month-to-month basis

Individuals + Families

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Momentum Builder Coaching

Momentum Builder Coaching 

provides you the opportunity to work one-on-one with a trained personal finance coach who walks with you through all the steps needed to get your financial foundation in order.  

Momentum Builder COACHING

Momentum Builder Coaching
Colleagues

Momentum Builder Coaching

 

Allows you to get one-on-one individualized attention from a trained financial coach.

Your financial situation is unique to you. 

You will leave this program with a:

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• Positive & Abundant Mindset

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• Personal Wealth Definition

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• Working Household Budget

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• Starter Emergency Fund

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• Consumer Debt Elimination Plan

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• Personal Wealth Building “snapshot”

Getting control of your money has very little to do with math and numbers. It is mainly a process of changing behaviors, habits, and your relationship with money. 

Accountability is key

Coaching provides accountability &

Money Momentum Assess Icon

Schedule a FREE assessment to review your financial situation.

Money Momentum Plan Icon

Develop a plan that works for you and is specific to your needs.

Money Momentum Action Icon

Implement your plan and walk
together through the process.

How Do You Get Started?

Don't keep trying to

reinvent the wheel

Personal Finance Made Easy

Our processes and our coaches are trained to help you learn the necessary money management skills and keep you accountable so you are successful in the long run.

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